See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,283 | $89,355-61.6% | $141,162-75.7% | $72,985-53.0% |
| Participation rate | 77.6% | 75.1%+2.5pp | 82.5%-4.9pp | 69.5%+8.1pp |
| Annual return | 23.30% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,102 | $3,114-32.5% | $4,735-55.6% | $2,440-13.8% |
| Participant deferral / active EE | $3,629 | $5,418-33.0% | $6,709-45.9% | $3,607+0.6% |
| Admin fee / account holder | $1,707 | $5,958-71.3% | $10,261-83.4% | $5,124-66.7% |